Job Description
| Functional Designation | Relationship / Sales Manager -Primer Current Account |
| Department | Branch Banking |
| Job | Sales / Acquisition |
| Job Title | Manager |
| Location | PAN India- As defined |
| Reporting To | Senior Relationship Manager – Primer Current Account |
- Position Purpose
| Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. |
- Position Responsibilities
| Sr. | Key Responsibilities |
| 1 | New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.
Adherence to Bank policies and guidelines such as KYC & AML |
| 2 | Ensure successful onboarding of customer for a smooth transition to branch banking team.
|
| 3 | Activation of customer – Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB.
|
| 4 | Activities for lead generation
|
| 5 | Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams
(RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer
|
- Qualifications and Experience Requirement
| Qualifications | |
| Minimum | Graduate |
| Preferred | MBA + IRDA qualified |
| Experience | |
| Essential | – 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment
– Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. – Should know the local language. |
- Competency Requirements
- Technical Skills
| Skill | Attribute |
| Computer Skills | Good skills of Excel. |
| Banking Knowledge | Candidates with basic knowledge of Business Banking, Trade/FX will be preferable.
|
- Behavioural Skills
| Skill | Attribute |
| Communication Skills | Good written & verbal communication. Fluency in English (written and spoken) |
| Presentable and with High Grooming standards | |